『Financial Advisor Marketing Podcast』のカバーアート

Financial Advisor Marketing Podcast

Financial Advisor Marketing Podcast

著者: James Pollard
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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

Financial advisors, does this sound familiar? You're barraged with people and companies who promise to help you get six thousand new clients in thirty seconds or less as long as you follow their magic tip, trick, or tactic. If so, take a deep breath and relax because that is NOT what this show is about. Lol. Hi, I'm James Pollard. I'm the founder of TheAdvisorCoach.com and host of the "Financial Advisor Marketing" podcast. This podcast is rooted in timeless principles designed to help financial advisors attract their ideal audiences, forge authentic relationships, and build deep roots with prospective clients. If you listen to this podcast, I think you'll find three things to be true: First, the information shared in this podcast is deceptively simple. This means you don't have to be a genius or marketing expert to get results. I take immense pride in keeping things simple. Let everyone else chase complexity. Second, the episodes are chock-full of data, research, and studies. This means advisors can do their due diligence on marketing strategies and make informed decisions about how they'd like to build their businesses. And third, I don't take myself too seriously. I joke around, laugh, and have fun. If any of this appeals to you, I encourage you to listen. ~James PollardCopyright 2018-2026 マーケティング マーケティング・セールス 個人ファイナンス 経済学
エピソード
  • Your Discovery Meeting Is Costing You Clients: Here's How To Fix It
    2026/04/20

    Your discovery meeting is costing you time, clients, and wealth. And most advisors never realize that their discovery meetings are slowly crushing their business.

    The reason?

    You're using the completely wrong approach in your discovery meetings!

    Look, I get it - when a prospective client has a problem and you have a solution, it's natural to want to rush in with the solution. But your prospect isn't actually after a solution - they want something deeper and more fundamental.

    And so, when they hear your solution, they shut down and book another discovery meeting with another advisor.

    Here's the good news:

    After listening to today's episode, you'll never make this discovery meeting mistake again. Not only will you come more prepared for every discovery meeting you book, but you'll also know exactly what you need to say to your prospect to turn them into a client.

    Listen now.

    Show highlights include:

    • The cold, hard truth about why prospects ghost you after a great discovery meeting (0:38)

    • How to instantly close more discovery meetings by simply talking less (3:06)

    • The "motivational interview" secret, backed by over 1500 clinical studies, that is 2-4x more effective at driving behavior change than your current discovery call playbook (3:58)

    • Why your natural inclination to this commonly asked discovery meeting question is absolutely wrecking your conversion rate (this mistake is so common it's been nicknamed the "righting reflex") (4:34)

    • How your solutions to your prospect's problems actually makes them shut down and scares them to another advisor (and what prospects actually want from you) (5:32)

    • Why asking simple "scaling questions" to your prospects will force them to tell you exactly how they want to be sold (6:55)

    • How to "twist" the momentum from an objection back to your prospect in the most persuasive way possible (9:42)

    • The "reflect, not reflex" technique that, when mastered, will do more persuasive "leg lifting" than any pitch could ever dream of doing (13:11)

    • How to get your prospects to write your value proposition for you by acting like a drug counselor (16:48)

    Since you listen to this podcast, I want to give you a gift:

    If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

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    19 分
  • 20 Business Metrics Advisors Can Track
    2026/04/13

    Metrics are wonderful. I love them. I use them. And I suggest you track your metrics, so you can make better decisions especially over the long-term.

    But metrics are terrible masters and wonderful servants.

    Here's what I mean:

    Obsessing over your metrics without understanding the underlying context of them is a recipe for wrecking your business in a hurry.

    Not only are most marketing metrics vanity metrics (which only trick you into thinking you're performing better or worse than you actually are), but even the metrics that are most based in reality can dupe you into foolish business decisions.

    That ends today if you listen to this show - as you'll discover the 20 metrics advisors can (and should) track, my favorite metrics from this list of 20, and a few real life stories that demonstrate how metrics can hurt your business.

    Listen now.

    Show highlights include:

    • 20 business metrics every advisor should track (and why an obsessive focus on metrics alone can hurt your business growth) (4:59)

    • My favorite metrics for advisors because they keep you in reality instead of going down the path of vanity metric fairy tale land (7:36)

    • Why tracking your revenue per hour worked is one of the most effective ways to play more guilt-free golf (8:26)

    • How properly tracking these key metrics can not only identify business problems before they become serious, but also prevent you from getting in your own way (10:59)

    • A real life example (from a real financial advisor running a real business) about how obsessing over metrics can absolutely wreck your business (12:19)

    Since you listen to this podcast, I want to give you a gift:

    If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

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    20 分
  • 5 Lessons Learned From Reaching Financial Independence
    2026/04/06

    This episode might be the most important one I've ever recorded… And it has nothing to do with marketing.

    Instead, it's a guide for hitting real financial independence, where you have the freedom to do whatever you want instead of bending over backwards to appease clients and pay your mortgage, faster than almost any other human on earth.

    In fact, it's totally possible to take $10,000 and turn it into a crisp $1,000,000 in only 7 years after listening to this episode

    But it can only work if you actually implement the advice I'm sharing.

    Listen now.

    Show highlights include:

    • 2 investments that advisors overlook that will create more wealth for you than all your stocks combined (2:42)

    • How to transform $10,000 into your first million dollars in only 7 years (and why most advisors scoff at this idea—at the expense of their wealth!) (3:48)

    • Why you don't need to be a world class copywriter to beat A list copywriters conversion rates (I only know this because the last few A list copywriters I've hired made my conversion rate WORSE) (5:11)

    • The cold, hard truth about why most people, including most advisors, never become millionaires (7:27)

    • A forgotten psychological technique that makes it your moral duty to charge your clients as much as possible (16:24)

    Since you listen to this podcast, I want to give you a gift:

    If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

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    21 分
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